12 institutions reported holding $85.3M of ADVISORSHARES TR (VEGA) in SEC 13F filings for 2026-06-30. Largest institutional holders: CreativeOne Wealth, LLC ($81.7M), Triad Wealth Partners, LLC ($1.7M), BAM Wealth Management, LLC ($908,720), MORGAN STANLEY ($500,366), EverSource Wealth Advisors, LLC ($271,743). Source: SEC Form 13F.
| Rank | Institution | Value | Shares | Change |
|---|---|---|---|---|
| 1 | CreativeOne Wealth, LLC | $81.7M | 1.6M | Added |
| 2 | Triad Wealth Partners, LLC | $1.7M | 31,541 | New |
| 3 | BAM Wealth Management, LLC | $908,720 | 17,293 | Added |
| 4 | MORGAN STANLEY | $500,366 | 9,522 | Trimmed |
| 5 | EverSource Wealth Advisors, LLC | $271,743 | 5,171 | Trimmed |
| 6 | AE Wealth Management LLC | $241,910 | 4,604 | Hold |
| 7 | OSAIC HOLDINGS, INC. | $23,647 | 450 | Hold |
| 8 | ASSETMARK, INC | $10,878 | 207 | Hold |
| 9 | COMPASS FINANCIAL MANAGEMENT LLC | $3,573 | 68 | New |
| 10 | WEALTH ENHANCEMENT ADVISORY SERVICES, LLC | $0 | 0 | Exited |
| 11 | OLD MISSION CAPITAL LLC | $0 | 0 | Exited |
| 12 | UBS Group AG | $0 | 0 | Exited |
Source: SEC Form 13F filings · as of 2026-06-30